Use it with AI

Plan in a conversation. Check it in the app.

Most of the writing and bulk work in a marketing plan is typing. Add Kleardata to the AI assistant you already use and ask for it in plain words. The assistant works inside your workspace, with your templates and your rules, and hands you a link to look at the result.

Start free Connect in three steps

Use Kleardata from Claude, ChatGPT or any assistant that supports remote MCP connectors. It sees exactly what your role allows.

Check my FY27 strategy against the plan. What's missing?

check_coverage

7 coverage gaps: 4 in marketing stages and 3 in channels. Consideration and advocacy have no activity at all, and activation and retention are under their targets. Three priorities have no campaign behind them. Want me to draft a starter plan for consideration?

How a conversation becomes a plan.

1 Ask

Draft the spring promo

Say what you want in plain words.
2 Draft

Program Spring teams promo

Touch Upgrade nudge email draft

Touch Upgrade nudge push draft

A draft plan appears. No IDs yet.
3 Preview

2 IDs to mint · 0 errors

kd_xxxxx01 Upgrade nudge email

kd_xxxxx02 Upgrade nudge push

See every name, link and ID first.
4 Publish

Publish and mint 2 IDs

kd_xxxxx01kd_4a2w917kd_xxxxx02kd_9hn3x2c

You say yes. The IDs are created.

Small versions of the real screens.

Example

From a sentence to a publish-ready plan.

Ask for the plan. The assistant drafts it as a draft plan, never straight into market, and previews exactly what publishing would create.

Then you open the link and look at the real thing in the web app: the names, the tagged links, the IDs that will be created, and any warnings.

For anything visual, the assistant hands you a link into the app.

Draft a plan for the spring teams promo: an upgrade nudge by email and by push, to free workspaces.

draft_planpreview_plan

Drafted “Spring teams promo” with 2 ads: an upgrade nudge email and an upgrade nudge push. Preview: 2 IDs to mint, 0 blocking errors, 0 warnings. Nothing is published yet.

Open the publish preview in Kleardata →

The link opens the screen below.

The publish preview for Spring teams promo: two IDs to mint, zero blocking errors, and a table of placeholder IDs with the name for the ad platform and the tagged link.

What you can ask

What you say, what runs, and where you see it.

Every request maps to a real tool. Most only read or make drafts. Creating IDs is its own step.

Assistant requests, the Kleardata tool each one runs, what changes, and where to see the result
You say	Tool	What changes	Where you see it
“Set up my workspace as a product-led SaaS business.”	`set_up_workspace`	Seeds stages, audiences, objectives and a starter strategy	Home
“Draft a strategy for next quarter.”	`draft_strategy`	A draft strategy	Strategy
“Check coverage. Where is the plan off-strategy?”	`check_coverage`	Nothing (read only)	Strategy
“Draft a plan for the spring promo.”	`draft_plan`	A draft plan, no IDs	Campaign map
“Expand this across our four markets.”	`expand_grid`	More ads and emails in the draft	Campaign map
“Clone last year's program, shifted twelve months.”	`clone_program`	A draft plan with new dates	Timeline
“Preview it.”	`preview_plan`	Nothing (read only)	Publish preview
“Publish it.”	`publish_plan`	Creates the IDs, after you confirm	Setup checklist
“Give me the setup for Braze.”	`get_setup`	Nothing (read only)	Setup checklist
“Attach this headline to the welcome email.”	`attach_asset`	Fills a creative slot	The ad's page
“Which live Meta names have no Kleardata ID?”	`audit_names`	Nothing (read only)	Audit

Connect

Connect it in three steps.

1 Copy the address

Settings · Connect an AI assistant

https://mcp.kleardata.com/mcpCopy address

It's in your workspace settings.
2 Add it as a connector

Add custom connector

NameKleardata

Server URLhttps://mcp.kleardata.com/mcp

Add

Wording varies by assistant.
3 Sign in and ask

Connected as you

Dana · Owner
Lumen Notes (demo)

Describe my Kleardata workspace

It sees only what your role allows.

Dialog wording varies by assistant. Works with assistants that support remote MCP servers (connectors).

Same rules as everyone else

The assistant signs in as you, with your role and scope. It sees and changes only what you can.
Drafts stay drafts. IDs are created only when a plan is published.
It does not push to ad platforms. It hands the setup to your specialist, agency or AI agent, who builds with the platform's own tools.

Try it on your own strategy.

Free, with 30 days of full access. Bring your assistant.

Start free How the product works